MANAGEMENT COMMITTEE
DAVID C. FULTON, JR., CFA*
Chairman & Chief Executive
Carl J. Tippit, CFA*
President
Gregory P. Althans, CPA/PFS, CFP®*
Senior Managing Director and Chief Wealth Strategist
Charles B. Burkhart, Jr.*
External Board Member
Jennifer Coleman
External Board Member
John P.M. Higgins
External Board Member
Marilyn Eisele
External Board Member
EXECUTIVE LEADERSHIP
DAVID C. FULTON, JR., CFA*
Chairman & Chief Executive
Carl J. Tippit, CFA*
President
Kathleen Thompson, PMP*
Chief Financial Officer
Bradley D. Knapp, CFA, CAIA*
Senior Managing Director and Head of the Private Client Group
Michael J. Moss, CFP®*
Senior Managing Director and Head of Integration & Planning
Michael P. Shebak III*
Senior Managing Director and Head of Institutional Consulting
Research & Investment Management
Svetlana M. Loshakov, CFA*
Head of Investments, Senior Managing Director
Aneet P. Deshpande, CFA*
Chief Investment Strategist, Senior Managing Director
Satricia A. Rice, JD, CFA, CIMA®*
Senior Managing Director and Head of Portfolio Management
Thomas M. Seay*
Senior Managing Director, Research
JAMES D. AWAD
Senior Managing Director
Joseph D. Boushelle, CFA, CAIA*
Senior Managing Director, Alternatives
Daniel Meges
Managing Director, Research
Andres Arsuaga, CFA
Director, Portfolio Management
Mike McLelland, CFA, CAIA
Analyst, Research
Andrew Burger
Senior Portfolio Manager
Adam Felten
Portfolio Manager
Caroline Lyu
Portfolio Manager
Haley J. Schubert, CFA
Portfolio Manager
Mitchel H. Green
Portfolio Manager
Erin D. H. Gray
Research Associate
Kimberly D. Trnavsky
Alternative Investment Administrator
Susan E. Witalis
Trader
INSTITUTIONAL CONSULTING GROUP
Michael P. Shebak III*
Senior Managing Director and Head of Institutional Consulting
Adam J. Blake, AIF®*
Senior Managing Director
Anthony M. Saracusa, CIMA®*
Senior Managing Director
Brian K. Hrabak, CFA*
Senior Managing Director
Grant B. Guyuron, CFA*
Senior Managing Director
Sarah E. Parker, AIF*
Senior Managing Director
Lawrence M. Carone, CFA, CAIA*
Managing Director
John F. Colla, CFA*
MANAGING DIRECTOR
John D. Evans, CFA*
Managing Director
Brian T. Wunderle
DIRECTOR
Joseph T. Adams
Associate
Kristen Low
Associate
Karen T. Buckley
Institutional Coordinator
Luz Caraballo
Administrative Assistant
PRIVATE CLIENT GROUP
Bradley D. Knapp, CFA, CAIA*
Senior Managing Director and Head of the Private Client Group
Anthony G. Micheli, CPA*
Senior Managing Director
Michael J. Moss, CFP®*
Senior Managing Director and Head of Integration & Planning
David J. Rubis, CPFA, AIF®
Senior Managing Director
Gregory P. Althans, CPA/PFS, CFP®*
Senior Managing Director and Chief Wealth Strategist
Gregory Q. Lonczak, CFP®*
Senior Managing Director
JAMES D. AWAD
Senior Managing Director
James R. Pruce, CFP®, CPA*
Senior Managing Director
John Marino, CFP®, CPA*
Senior Managing Director
Michael S. Dearden, ATP®*
Senior Managing Director
Tracy A. Jemison, II*
Senior Managing Director
David A. McClearn, CFA*
Managing Director
David P. Miller, CFP®, CPA
Managing Director
Jonathan A. Watts, CPA*
Managing Director
Maureen Leneghan, CPA, CFP®*
Managing Director, Financial Planning
Theodore J. Robbins, CPA , CFP®*
Managing Director, Private Client Group
Kayleigh Cowser, Esq.
Director, Trusts and Estates
Bryse D. Cirjak, CFP®
Senior Associate
Deb Richards
Senior Associate
Emily C. Hajec
Senior Associate
Grant W. Deprey, CPA
Senior Associate
James T. Thomas, CPA
Senior Associate
Joseph Baranek, CFP®
Senior Associate
Lisa M. Chavez, CPA
Senior Associate
Teresa A. LaCorte, CPA
Senior Associate
Adam T. Clare
Planning Associate
Emily Keller
Planning Associate
Jessica G. Martin
Planning Associate
Kiana Woodgett
Planning Associate
Max Zarick, CPA
Planning Associate
Kaitlyn Hartburg
Bookkeeper
Allison E. Schaefer
Client Service Associate
Angela Kelly
Client Service Associate
Chelsea Enslow
Client Service Associate
Kimberly A. Herbst
Client Service Associate
Peggy E. Shalala
Client Service Associate
Rachel Ratajczak
Client Service Associate
Susan A. Svenson
Client Service Associate
Administration
Steven F. Wolken*
Chief Compliance Officer
Dennis M. Kasper*
Managing Director, Information Technology
Jane F. Battes, SPHR*
Managing Director, Human Resources
Jennifer D. Lucas
Office Administrator | Recruiter
Sarah Richter, CPA
Staff Accountant
Amber N. Coletta
Business Analyst
Daniel J. Usay
Business Analyst
Edward Mielcarek
Senior Associate, IT
Monica A. Fletcher
Senior Associate, Marketing
Bonny L. Constantino
Accounting & Compliance Associate
Devra G. Woodard
Receptionist
REPORTING AND OPERATIONS
Bianca L. Friscan*
Senior Managing Director, Operations
Maureen A. Berthelot
Database Coordinator
Sarah R. O'Connor
Institutional Operations Associate
Cristina T. Popoiu
Senior Performance Analyst
Abby Hausman
Performance Analyst
Benjamin L. DeHaan
Performance Analyst
Konstantin Goldberg
Performance Analyst
Kyle Shuki
Performance Analyst
Claudia N. Kerchenski
Operations Associate
Sandra J. Wallenhorst
Associate
Find Your Clarity
We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.
Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.
SERVICES
RESEARCH
CONTACT US
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090
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